| SERVICES : TECHNOLOGY ADVISORS 
 
SD inSITE | Primary Contacts: Eric M. Wright, John H. Stafford
 


In today’s world, organizations are often required to alter their processes to accommodate their software applications. Unlike those applications, SD inSITE (inSITE) is intended to be customized to your organization’s specific needs. All inSITE modules are configured to use your terminology and capture information that is pertinent to your business. inSITE streamlines your processes making your organization more efficient and productive.

Time Entry Module

At the heart of inSITE is the time entry module that has been designed to accommodate a variety of time data collection interfaces.  Within the module there are currently seven different time entry interface options available for use.  These interfaces can be used independently of each other or in mixed fashion so that you can deliver the entry screen that best suits the target users of your organization.  The following interface options are currently available.

Interface
Hours recorded by
Multiple Entries per day/per screen per visit?

Project/Location/Individual Selection

Time by Shift From/To Time
N
Y
Time for Block From/To Time
Y (Awake & Asleep)
Y
Time In Elapsed Total Hours
N
Y
Time Clock Elapsed Time

N

N
Time by Project Total Hours
Y
Y
Time by Supervisor Total Hours
N
Y
Time by Payroll From/To Time
Y
Y


The Time Entry Module offers user definable fields that enable additional data collection.  Each module also has individualized options that are customized to your precise needs.

Time Approval Module

inSITE allows up to three levels of approval during the time entry process. Individuals approving time entries have the option of approving time, rejecting time or ignoring time.  In the case that time is rejected, inSITE has the ability to generate an email to the original user notifying them of the rejection so that changes can be made to the incorrect entry.  Additionally, users can be made aware of rejected entries via a simple on-screen notification when first logging into the system.

Client Demographic Database

The Client Demographic Database (CDD) was originally created for the medical industry and subsequently adapted to accommodate professional services firms.  Beyond the basic name, address and phone information the CDD has the ability to track and store any information needed by medical or professional service organizations.

• Medical Services can accommodate medical conditions, support insurance/state program data, medical assistance information, employment information, allocated hours, associated staff members, etc.
• Professional Services can accommodate current services, allocated hours, client ID, associated staff members, etc.

In the CDD, additional user-level security allows for view-only, full-edit without the ability to delete and complete administration.  Beyond that, complete history can be tracked to watch for changes to the data over time.  These changes are tracked by date/time stamps and user to provide a complete audit trail.

Document Management Portal
Taking advantage of inSITE’s web-based technology and user-level security, the Document Management Portal (DMP) allows for securely distributed documents, forms and reports.  Documents are stored online in the inSITE database adding a level of security that goes above and beyond the basic username/password combination. 

This security feature can prevent users from printing or copying reports. The DMP is a great tool for management teams and remote offices. Finding historical reports is one click away!

 

   
 
 

SD inSITE highlights:

Deployment options
1. Self-hosted, local area network (LAN) access only
2. Self-hosted with external Internet access
3. Schneider Downs-hosted

Technical Considerations
• Built on open source applications, no additional licensing necessary
• Centrally managed via web browser
• No applications to install on client PCs
• Works with any modern browser
• Low bandwidth requirements
• Web-based administrative backup utilities

 


 
 
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